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1. Company Snapshot

1.a. Company Description

Y-mAbs Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the development and commercialization of novel antibody based therapeutic products for the treatment of cancer in the United States.It offers DANYELZA, a monoclonal antibody in combination with granulocyte-macrophage colony-stimulating factor for the treatment of pediatric patients with relapsed or refractory high-risk neuroblastoma.The company is also developing DANYELZA that is in Phase II clinical studies for the treatment of patients with first-line neuroblastoma, third-line neuroblastoma, and in relapsed osteosarcoma; GD2-GD3 vaccine that is in Phase II clinical trial for the treatment of Stage 4 high-risk neuroblastoma; and Omburtamab, a murine monoclonal antibody that is in clinical trials for the treatment of central nervous system/ leptomeningeal metastases from neuroblastoma, desmoplastic small round cell tumor, diffuse intrinsic pontine glioma, and other B7-H3 positive tumors.


In addition, it is developing Nivatrotamab for the treatment of small cell lung cancer, as well as is in Phase I/II trial for the treatment of refractory GD2 positive adult and pediatric solid tumors; and Lu-omburtamab-DTPA that is in Phase I clinical development for the treatment of medulloblastoma and B7-H3 positive leptomeningeal metastases from solid tumors.The company has a license agreement with Memorial Sloan Kettering Cancer Center and Massachusetts Institute of Technology to develop and commercialize licensed products.Y-mAbs Therapeutics, Inc.


was incorporated in 2015 and is headquartered in New York, New York.

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1.b. Last Insights on YMAB

Here is a 90-word analysis of the negative drivers behind Y-mAbs Therapeutics' recent stock performance: Y-mAbs Therapeutics faces headwinds from declining naxitamab sales, which decreased from Q3 2023 to Q3 2024. Upcoming data readouts for GD2-SADA in Q2 2025 are critical, as concerns related to toxicity may impact the viability of their radiotherapy platform. The company's strong cash runway, supporting operations until 2027, provides some relief. However, the market is eagerly awaiting the Q4 2024 earnings release on March 4, 2025, which will provide insight into the company's current financial health and future prospects.

1.c. Company Highlights

2. Y-mAbs Therapeutics Posts Q1 2025 Results with Mixed Revenue Performance and Strategic Progress

Y-mAbs Therapeutics reported its first-quarter 2025 results, showcasing a mixed bag of financial performance and strategic advancements. The company generated $20.9 million in DANYELZA net product revenues, meeting the higher end of its guidance and representing an 8% year-over-year increase. However, U.S. revenues declined 28% to $13.4 million, pressured by competitive dynamics and slower patient enrollment. Ex-U.S. revenues fared better, rising to $7.5 million, driven by named patient programs in Western Asia and growth in Eastern Asia and Latin America. The company maintained a prudent approach to spending, ending the quarter with $60.3 million in cash and a runway extending into 2027. Notably, the company reported a net loss of $5.2 million, or $0.12 per share, improving from the $6.6 million net loss in Q1 2024. As of now, the stock trades at a P/S ratio of 2.12, reflecting the market's expectations for future growth.

Publication Date: May -13

📋 Highlights
  • DANYELZA Revenue Growth: Net product revenues of $20.9 million, an 8% year-over-year increase, meeting the higher end of guidance.
  • Ex-U.S. Revenue Surge: Revenues grew to $7.5 million, driven by named patient programs in Western Asia and growth in Eastern Asia and Latin America.
  • U.S. Revenue Decline: U.S. revenues dropped 28% to $13.4 million due to competitive pressures and slower patient enrollment.
  • Cash Position and Runway: The company holds $60.3 million in cash, extending its runway into 2027.
  • Updated Full-Year Guidance: Reaffirmed full-year 2025 guidance of $75 million to $90 million, with Q2 revenues expected between $17 million and $19 million.

Advancements in Radiopharmaceuticals and Clinical Pipeline

The company made meaningful progress in its Radiopharmaceuticals business unit, advancing its SADA PRIT platform. Part A of the GD2-SADA Phase I trial was successfully completed, and the first patient was dosed in the CD38-SADA trial for non-Hodgkin lymphoma. Management highlighted that a virtual R&D event on May 28 will provide further updates on clinical data, construct optimization, and new pipeline targets. Additionally, DANYELZA's inclusion in the NCCN guidelines for relapsed/refractory neuroblastoma is expected to enhance physician utilization and market penetration.

Strategic Initiatives and Financial Outlook

Y-mAbs is expanding its partnerships, including investigator-sponsored trials with the Children’s Oncology Group, to further grow DANYELZA’s market share. Financially, R&D expenses decreased to $11.4 million, while SG&A increased to $13.1 million. The company reiterated its full-year 2025 guidance, with Q2 revenue expected between $17 million and $19 million. CEO Peter Pfreundschuh emphasized that seasonality and international patient prevalence continue to influence quarterly sales trends. The company remains confident in its strategic realignment efforts and the potential for a U.S. sales rebound, supported by ongoing DANYELZA initiatives and pipeline advancements.

3. NewsRoom

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Y-mAbs Therapeutics, Inc. (YMAB) Now Trades Above Golden Cross: Time to Buy?

Sep -01

Source: zacks.com

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Y-MABS THERAPEUTICS INVESTOR ALERT BY THE FORMER ATTORNEY GENERAL OF LOUISIANA: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Y-mAbs Therapeutics, Inc. - YMAB

Aug -20

Source: globenewswire.com

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Y-mAbs Therapeutics, Inc. (YMAB) Reports Q2 Loss, Tops Revenue Estimates

Aug -08

Source: zacks.com

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Shareholder Alert: The Ademi Firm Investigates Whether Y-mAbs Therapeutics Inc. is Obtaining a Fair Price for its Public Shareholders

Aug -08

Source: businesswire.com

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Y-mAbs (YMAB) Q2 Revenue Falls 14%

Aug -08

Source: fool.com

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Y-mAbs Reports Second Quarter 2025 Financial Results and Recent Corporate Developments

Aug -08

Source: globenewswire.com

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$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of American Woodmark Corporation (NASDAQ: AMWD)

Aug -07

Source: prnewswire.com

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Y-MABS THERAPEUTICS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Y-mAbs Therapeutics, Inc. - YMAB

Aug -07

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.27%)

6. Segments

Novel Antibody-based Therapeutic Products

Expected Growth: 10.27%

Y-mAbs Therapeutics, Inc.'s novel antibody-based therapeutic products are driven by increasing demand for targeted cancer treatments, advancements in immunotherapy, and a growing pipeline of products in late-stage clinical trials. Strong partnerships, strategic collaborations, and a robust intellectual property portfolio also contribute to the company's 10.27% growth.

7. Detailed Products

Naxitamab

A monoclonal antibody that targets GD2, a glycoprotein expressed on the surface of neuroblastoma cells, used for the treatment of high-risk neuroblastoma in patients one year of age and older and in bone marrow who have achieved at least a partial response to prior therapy.

Omburtamab

A monoclonal antibody that targets B7-H3, a protein expressed on the surface of certain cancer cells, used for the treatment of central nervous system/leptomeningeal metastases from neuroblastoma.

YM155

A small molecule inhibitor of survivin, a protein that inhibits apoptosis (cell death), used for the treatment of various types of cancer, including melanoma, lung, and breast cancer.

8. Y-mAbs Therapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Y-mAbs Therapeutics, Inc. has a moderate threat of substitutes due to the presence of alternative treatments and therapies for cancer and rare diseases. However, the company's focus on developing novel antibody-based therapies may reduce the threat of substitutes.

Bargaining Power Of Customers

Y-mAbs Therapeutics, Inc. has a low bargaining power of customers due to the lack of negotiating power of individual patients and the high demand for effective cancer and rare disease treatments.

Bargaining Power Of Suppliers

Y-mAbs Therapeutics, Inc. has a moderate bargaining power of suppliers due to the presence of multiple suppliers of raw materials and services. However, the company's dependence on a few key suppliers may increase the bargaining power of suppliers.

Threat Of New Entrants

Y-mAbs Therapeutics, Inc. has a high threat of new entrants due to the growing interest in antibody-based therapies and the increasing investment in biotechnology research and development.

Intensity Of Rivalry

Y-mAbs Therapeutics, Inc. operates in a highly competitive industry with many established players and new entrants. The company faces intense rivalry from other biotechnology companies, which may lead to increased competition for market share and talent.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 1.39%
Debt Cost 3.95%
Equity Weight 98.61%
Equity Cost 7.79%
WACC 7.74%
Leverage 1.41%

11. Quality Control: Y-mAbs Therapeutics, Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
ChromaDex

A-Score: 4.8/10

Value: 1.7

Growth: 7.3

Quality: 9.1

Yield: 0.0

Momentum: 9.5

Volatility: 1.3

1-Year Total Return ->

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Ligand Pharmaceuticals

A-Score: 4.8/10

Value: 4.4

Growth: 4.4

Quality: 3.9

Yield: 0.0

Momentum: 10.0

Volatility: 6.0

1-Year Total Return ->

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Ardelyx

A-Score: 3.8/10

Value: 6.8

Growth: 6.2

Quality: 4.7

Yield: 0.0

Momentum: 3.0

Volatility: 2.0

1-Year Total Return ->

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BeyondSpring

A-Score: 3.7/10

Value: 8.3

Growth: 5.8

Quality: 6.7

Yield: 0.0

Momentum: 0.5

Volatility: 0.7

1-Year Total Return ->

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Stock-Card
Y-mAbs Therapeutics

A-Score: 3.3/10

Value: 6.8

Growth: 7.3

Quality: 4.6

Yield: 0.0

Momentum: 0.5

Volatility: 0.3

1-Year Total Return ->

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Stock-Card
Applied Therapeutics

A-Score: 2.8/10

Value: 6.2

Growth: 6.9

Quality: 3.3

Yield: 0.0

Momentum: 0.0

Volatility: 0.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

8.61$

Current Price

8.61$

Potential

-0.00%

Expected Cash-Flows